Heritage Global (HGBL) Long-Term Investments (2011 - 2026)
Heritage Global (HGBL) reported Long-Term Investments of $1.24 million for Q2 2026, down 94.2% from $21.28 million a year earlier and down 93.6% from the prior quarter.
Heritage Global (HGBL) Long-Term Investments (2011 - 2026) Analysis & Trends
At the end of FY2025, Heritage Global posted Long-Term Investments of $21.06 million, up 0.8% from FY2024.
- Long-Term Investments has a five-year compound annual growth rate of 54.4% (FY2020 to FY2025).
- By year, Long-Term Investments came in at $20.89 million in FY2024 (-2.2%), $21.36 million in FY2023 (+52.9%), $13.97 million in FY2022 (+198.4%) and $4.68 million in FY2021 (+95.0%).
- The Q2 2026 figure ranks as the lowest quarterly Long-Term Investments since Q4 2017.
- Year over year, Long-Term Investments gained in three of the last eight quarters, with an average decline of 8.9%.
- The high point for year-over-year Long-Term Investments in five years was Q4 2022 (growth of 198.4%); the low point was Q2 2026 (a decline of 94.2%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $19.44 million (Q1 2026), $21.06 million (Q4 2025) and $21.33 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | United Rentals | 68.92 Bn | 68.04 Bn | 2.05 Bn | - |
| 2 | W.W. Grainger | 64.06 Bn | 62.04 Bn | 1.98 Bn | - |
| 3 | Fastenal | 60.50 Bn | 59.49 Bn | 1.10 Bn | - |
| 4 | Ferguson Enterprises | 44.11 Bn | 41.32 Bn | 2.32 Bn | - |
| 5 | Sunbelt Rentals Holdings | 32.31 Bn | 32.19 Bn | 1.25 Bn | - |
| 6 | Reliance | 21.38 Bn | 20.42 Bn | 1.30 Bn | - |
| 7 | Wesco International | 15.77 Bn | 13.08 Bn | 1.46 Bn | - |
| 8 | Applied Industrial Technologies | 11.75 Bn | 11.63 Bn | 411.22 Mn | - |
| 9 | Watsco | 11.64 Bn | 9.81 Bn | 578.93 Mn | 193.90 Mn |
| 10 | Heritage Global | 43.30 Mn | -21.40 Mn | 8.34 Mn | 1.24 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.24 Mn |
| Mar 31, 2026 | 19.44 Mn |
| Dec 31, 2025 | 21.06 Mn |
| Sep 30, 2025 | 21.33 Mn |
| Jun 30, 2025 | 21.28 Mn |
| Mar 31, 2025 | 21.69 Mn |
| Dec 31, 2024 | 20.89 Mn |
| Sep 30, 2024 | 21.45 Mn |
| Jun 30, 2024 | 22.38 Mn |
| Mar 31, 2024 | 20.27 Mn |
| Dec 31, 2023 | 21.36 Mn |
| Sep 30, 2023 | 16.13 Mn |
| Jun 30, 2023 | 15.78 Mn |
| Mar 31, 2023 | 13.33 Mn |
| Dec 31, 2022 | 13.97 Mn |
| Sep 30, 2022 | 8.50 Mn |
| Jun 30, 2022 | 8.24 Mn |
| Mar 31, 2022 | 6.54 Mn |
| Dec 31, 2021 | 4.68 Mn |
| Sep 30, 2021 | 3.33 Mn |
Heritage Global Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=HGBL&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "HGBL", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=HGBL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();